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Proficio Capital Partners’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Proficio Capital Partners’s Portfolio NEAR Stock Details NEAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.8M Buy
291,350
+42,755
+17% +$2.17M 0.53% 43
2026
Q1 		$12.6M Buy
248,595
+188,135
+311% +$9.61M 0.68% 33
2025
Q4 		$3.09M Sell
60,460
-226,530
-79% -$11.6M 0.22% 64
2025
Q3 		$14.7M Buy
286,990
+11,020
+4% +$563K 1.01% 22
2025
Q2 		$14.1M Buy
+275,970
New +$14M 0.88% 23

Other funds holding NEAR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Proficio Capital Partners's NEAR Position: Q2 2026 in Review

Proficio Capital Partners increased its iShares Short Maturity Bond ETF (NEAR) stake by 17% in Q2 2026, buying an estimated $2.17M and bringing the position to 291,350 shares worth $14.8M. The position accounts for 0.53% of the portfolio, ranked #43.

Proficio Capital Partners first reported a position in NEAR in Q2 2025 and has held it in 5 quarters since. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Proficio Capital Partners held 291,350 shares of iShares Short Maturity Bond ETF worth $14.8M as of Q2 2026.
  • Proficio Capital Partners bought 42,755 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $2.17M.
  • iShares Short Maturity Bond ETF made up 0.53% of Proficio Capital Partners's portfolio in Q2 2026, its #43 holding.
  • Proficio Capital Partners first reported a position in iShares Short Maturity Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.